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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,603 | $95,895+131.1% | $79,576+178.5% | $134,509+64.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -20.63% | -2.72%-17.9pp | 0.15%-20.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $485 | $3,128-84.5% | $2,413-79.9% | $4,741-89.8% |
| Participant deferral / active EE | $3,233 | $4,693-31.1% | $3,985-18.9% | $6,400-49.5% |
| Admin fee / account holder | $333 | $9,129-96.3% | $6,834-95.1% | $11,427-97.1% |